VPIM
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Vanguard Personalized Indexing Management’s La Rosa Holding LRHC Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio LRHC Stock Details LRHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2
Closed -$10.6K – 1889
2024
Q4 		$10.6K Buy
+2
New +$11.3K ﹤0.01% 1799

Other funds holding LRHC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Personalized Indexing Management's LRHC Position: Q1 2025 in Review

Vanguard Personalized Indexing Management sold out of La Rosa Holding (LRHC) in Q1 2025, closing a stake of 2 shares — an estimated $10.6K sold.

Vanguard Personalized Indexing Management first reported a position in LRHC in Q4 2024 and held it in 1 quarter. The position peaked at $10.6K in Q4 2024. 8 funds tracked by Wall St. Rank hold LRHC as of Q1 2025.

  • Vanguard Personalized Indexing Management reported no remaining La Rosa Holding position as of Q1 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 2 La Rosa Holding shares in Q1 2025, an estimated $10.6K.
  • Vanguard Personalized Indexing Management first reported a position in La Rosa Holding in Q4 2024 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's La Rosa Holding position peaked at $10.6K in Q4 2024.
  • 8 funds tracked by Wall St. Rank held La Rosa Holding as of Q1 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2025, filed 14 May 2025.